Newmoon Capital

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Newmoon Capital

Newmoon Capital

@NewmoonCap

Credit | Ex-L/S, PE

เข้าร่วม Haziran 2018
1.4K กำลังติดตาม9.9K ผู้ติดตาม
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C14 News Israel | EN
C14 News Israel | EN@c14israel·
🚨 EXCLUSIVE FROM TEHRAN: “You took all the money, and now your soldiers are suffering because there are no salaries. Give back what you stole.” These are remarks by Iran's Speaker of the Parliament, Mohammad-Bagher Ghalibaf, obtained by Senior Iran Analyst Dror Balazada (@DBalazada). Ghalibaf's comments reveal his desperate attempt to hold his jihadi coalition together, “I don’t trust you to stop the Americans at Kharg and Hormuz.” Balazada shows how relentless American and Israeli attacks on the IRGC have pushed Ghalibaf, a corrupt, yet intelligent regime official, to be the one pushing for a deal with @potus @realDonaldTrump Watch 👇
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Newmoon Capital@NewmoonCap·
@cap_zay Except irgc is significantly weakened now, and not receiving an airplane of fucking cash
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Newmoon Capital
Newmoon Capital@NewmoonCap·
About time for Europe to join the war against irgc.
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Newmoon Capital รีทวีตแล้ว
Evergreen
Evergreen@evrgn11112231·
Sorry to my Canadian friends on here but you've got the worst takes on this Iran conflict and TDS is breaking your brain. Second only to Europeans.
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Israel News Pulse
Israel News Pulse@israelnewspulse·
The new Ayatollah
Israel News Pulse tweet media
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Department of State
Department of State@StateDept·
PRESIDENT TRUMP: The war in Iran has been won. The only one that likes to keep it going is the fake news.
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Hemingway Capital
Hemingway Capital@lfg_cap·
GPU spot rental rates are ripping. B200 on-demand up 50% in a month(!) , while the 3 year old H100s +20% since November. 🚀 These are spot aggregates, not transaction prices of course. But if you think the direction of travel doesn’t matter here, I don’t know what to tell you. $NVDA
Hemingway Capital tweet mediaHemingway Capital tweet media
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Newmoon Capital รีทวีตแล้ว
*Walter Bloomberg
*Walter Bloomberg@DeItaone·
THAI SHIP PASSED THROUGH STRAIT OF HORMUZ, IRAN'S TASNIM SAYS
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Open Source Intel
Open Source Intel@Osint613·
Qatar’s Foreign Ministry spokesperson Majid Al-Ansari: “Some are benefiting from talk of disputes that don’t exist between the parties in order to undermine efforts to reach a ceasefire. We condemn and reject any attacks targeting energy facilities in Qatar and the region, they are vital for serving citizens and must be protected from any threat.”
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Mossad Commentary
Mossad Commentary@MOSSADil·
BREAKING: Iran’s leadership has reportedly signaled openness to a deal with the U.S., according to Israeli media. Iranian FM Abbas Araghchi allegedly told Trump’s envoys Steve Witkoff and Jared Kushner that the outreach had the “consent and blessing” of Mojtaba Khamenei.
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First Squawk
First Squawk@FirstSquawk·
SAUDI ARABIA HAS GRANTED A 30-DAY EXEMPTION FROM LICENSE REQUIREMENTS TO SHIPS PASSING THROUGH THE PERSIAN GULF, ALLOWING SMOOTHER NAVIGATION WITHOUT THE NEED FOR A LICENSE DURING THIS PERIOD.
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S. Rifai
S. Rifai@THE_47th·
Reminder of Iran’s losses in the last 2 yrs: - Hamas: Threat neutralized - Hizbollah: Nasrallah gone, zero strategic deterrence leverage - Houthis: Significantly degraded - Syria: wiped off of their “forward defense” calculus - “Unification of fronts” dream: gone Map: Le Monde
S. Rifai tweet media
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Newmoon Capital
Newmoon Capital@NewmoonCap·
@realKunalAShah Yea I mean, the strait is "effectively" open. I still think the Saudi and whoever are showing they are entering the war to pressure Iran into a deal.
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Kunal Shah 🗽
Kunal Shah 🗽@realKunalAShah·
@NewmoonCap The Israelis should be careful in escalating without US approval. They are the most essential ally- not just for now but what if there is an issue with Saudi or emiratis or turkey in the future or if the Iranian regime builds back up in a decade….
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Kunal Shah 🗽
Kunal Shah 🗽@realKunalAShah·
Far from being over as I predicted- there will be no agreement between the US and Iran - particularly as the Israelis want to finish the job, and as I predicted we are likely to see heavy involvement from the Saudis and Emiratis militarily now as well. Israeli special forces could be deployed, and I also see continued decapitation style events- with high likelihood that of continued strikes on military assets that remain in Iran’s arsenal.
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